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Investment AdvisorBranch Manager
Wealth management that evolves as your needs, priorities and circumstances change over time
156 Ouellette Avenue Suite 300 Windsor, ON N9A 1A4Map
At TD Wealth, we stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. As your needs and priorities evolve, your wealth strategy will evolve with you. Through regular contact, we routinely assess your investment portfolio and goals, ensuring you are introduced to the right specialists at the right time and that your investment portfolio is aligned to your vision of success.
As your Investment Advisor I first and foremost pride myself on my investment expertise. In addition, I act as your relationship manager connecting you and your family to a core team of TD Specialists with experience in everything from estate & trust planning and philanthropy, to business succession, tax planning, and charitable giving. Together, we will work to help you achieve your stated goals.
For over 17 years, I have been active in the financial industry in various progressive roles. Since joining TD in 2012, I have held the roles of Regional Vice President, Investment Advisor, and in 2017 I joined the Private Wealth Management Leadership Team as Branch Manager for the Windsor office.
In 2001, I graduated with an Honours Bachelor of Commerce Degree from Queen's University and in 2008 I earned my MBA designation with distinction from the Schulich School of Business, York University. I currently live in the Windsor area with my wife Mary and our three boys William, Maxwell, and Michael.
Toll Free: (800) 287-1898
Branch Office: (519) 253-2299
Branch Fax: (519) 253-2281
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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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